&Partners’s Ares Management ARES Stock Holding History

&Partners’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.05M	Sell	18,798 -2,411	-11%	-$320K	0.01%	887
2025 Q4	$3.42M	Sell	21,209 -499	-2%	-$77.7K	0.02%	632
2025 Q3	$3.47M	Buy	21,708 +3,156	+17%	+$569K	0.02%	541
2025 Q2	$3.15M	Buy	18,552 +1,013	+6%	+$160K	0.02%	497
2025 Q1	$2.54M	Buy	17,539 +1,853	+12%	+$320K	0.03%	458
2024 Q4	$2.83M	Buy	15,686 +2,358	+18%	+$402K	0.03%	393
2024 Q3	$2.08M	Buy	13,328 +9,078	+214%	+$1.32M	0.04%	359
2024 Q2	$567K	Buy	4,250 +2,100	+98%	+$287K	0.02%	497
2024 Q1	$286K	Hold	2,150	–	–	0.04%	377
2023 Q4	$256K	Hold	2,150	–	–	0.06%	237
2023 Q3	$221K	Hold	2,150	–	–	0.1%	149
2023 Q2	$207K	Buy	+2,150	New	+$186K	0.09%	169
2022 Q2	–	Sell	-2,780	Closed	-$226K	–	191
2022 Q1	$226K	Hold	2,780	–	–	0.13%	169
2021 Q4	$226K	Hold	2,780	–	–	0.14%	159
2021 Q3	$205K	Buy	+2,780	New	+$200K	0.13%	171

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's ARES Position: Q1 2026 in Review

&Partners reduced its Ares Management (ARES) stake by 11% in Q1 2026, selling an estimated $320K and leaving 18,798 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #887.

&Partners first reported a position in ARES in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.47M in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

&Partners held 18,798 shares of Ares Management worth $2.05M as of Q1 2026.
&Partners sold 2,411 Ares Management shares in Q1 2026, an estimated $320K.
Ares Management made up 0.01% of &Partners's portfolio in Q1 2026, its #887 holding.
&Partners first reported a position in Ares Management in Q3 2021 and has held it in 15 quarters since.
&Partners's Ares Management position peaked at $3.47M in Q3 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.